Manage every bid project from one workspace.

January 12, 2026
3 minutes

Overview

If you cannot see your pipeline clearly, you cannot run it well.

In this Stotles University lesson, you’ll learn how to manage every bid opportunity in one workspace using Stotles: from a quick pipeline snapshot on the homepage to a detailed view of each opportunity’s stage, research notes, bid or no bid report, and written responses.

Lucy walks through how bid managers and coordinators can track what’s in flight, what needs a decision, and what has been submitted, then send opportunities into your CRM in one click.

By the end, you’ll have a simple, repeatable way to keep bid progress visible, organised, and easy to action across your team.

Key takeaways

  • Use the homepage pipeline view to instantly see where every opportunity sits in your qualification flow.
  • Open the Bids tab for the full, sortable list with key fields like stage, owner, value, close date, and last updated.
  • Click into an opportunity to manage it end to end: stage updates, research notes, bid or no bid report, and drafted responses.
  • Keep the full audit trail of what was submitted, combining AI-generated responses with human input.
  • Push opportunities into your CRM directly from Stotles using “Send to CRM” to keep systems in sync.
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    More in this series

    Video coming soon
    Qualify tenders in minutes, not days.
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    Size your total addressable market.
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    Pre-engage upcoming contracts before procurement.
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    Get a view of open opportunities in one place.
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    Define the right territories and target accounts.
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    Qualify which accounts to focus on.
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    See only the most relevant opportunities
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    Draft informed, buyer specific proposals with AI.
    Video coming soon
    Find the right frameworks to join.
    Video coming soon
    Engage the right decision makers effectively.
    Video coming soon
    Organise opportunities effectively as a team
    Video coming soon
    Build an AI-ready content library.
    Video coming soon
    Build the right channel partnerships.
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    Get started with Stotles for free

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